Arista Networks

Arista Networks Inc Q1FY26 (ANET) – Why we upgrade Arista to $185?

Highlights of the report

Arista Networks Inc Q1FY26 – In the Q1FY26, Arista delivered total revenues of $2.709 billion, up 35.1% year-over-year. Product sales brought in $2.31 billion, while services contributed $397.7 million.

CrispIdea equity reports provide valuable insights to investors who may be individuals and organizations involved in the world of finance and investment like private equity houses, broking firms, hedge funds, investment advisory firms, mutual funds, banks and corporations. This research report is useful for M&A, business & investment analysis to all students and researchers also.

 

CrispIdea equity reports include basic financials, strategic analysis, competitive landscape assessments, stock performance, stock analysis and future growth potential evaluation. CrispIdea utilizes a proprietary blend of fundamental and technical analysis, offering a unique perspective. Reports present clear investment recommendations (“BUY,” “HOLD,” or “SELL”).

 

Our established reputation and track record advocates that our research carries weight within the investment community. Do connect with us, if you are looking for customized research, equity valuation, recommendation, analysis and market recommendation for any specific company, sector and industry.

Arista Networks Inc engages in the development, marketing, and sale of data-driven, client to cloud networking solutions for data center, campus, and routing environments in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific.

In the Q1FY26, Arista delivered total revenues of $2.709 billion, up 35.1% year-over-year. Product sales brought in $2.31 billion, while services contributed $397.7 million.

Three months ago, on March 17, 2026, Arista’s stock was trading at $135.88 per share. The stock climbed rapidly through April, hitting an all-time closing high of $177.73 on April 22, 2026, driven by investor optimism ahead of earnings.

 Executive Summary

• CrispIdea Forecast

– Income Statement

– Balance Sheet

– Cash Flow

– Common Size Ratio Analysis

– CrispIdea Segment Forecast

• Valuation & Historical Performance

– P/E Analysis

– CrispIdea Valuation

– Peer Comparison

– Ratio Analysis

– Economic Value-Added Analysis

– Du Pont Analysis

– CrispIdea Forecast Relative to Consensus

– Consensus Momentum

– Segment Performance

– Key Developments

– M&A Deals

• Ownership

• Stock Price Performance

• Crispidea Coverage

Report details

Arista Networks Inc Q1FY26 (ANET) – Why we upgrade Arista to $185?

Price

$240.00

Company Reports

Sector Reports